Product Tour - UI Overview

This tour introduces you to the Analytics platform. It provides a high level overview of various elements of the platform and how to access them through the UI.

Login Page​

On visiting the Analytics web application through its URL, you will see a Login Page where you enter your credentials.

Analytics Environments Page​

On successful login, you will see the Analytics Environments page that lists all the Analytics environments you have access to. You can select the appropriate environment. It is typical to have access to only one environment - click on the tile that says Analytics under the My Apps and Work sections.

Platform Home Page​

On launching your environment, you are taken to the Analytics Home page. The Home page has entry points to easily access various elements of the platform. Let's look at its various elements.

Create New Section​

The Create New section at the top contains shortcuts to common tasks such as creating a new exploration or a new dashboard.

Recently Viewed Dashboards Section​

The Recently Viewed Dashboards section lists all the recently visited dashboards for easy navigation.

Objects List​

The Objects list at the bottom displays a list of all the objects you have access to, providing quick access to open any of them. The search box above the list also enables you to search for specific objects.

New Object Button​

The + New button offers a fast way to create a new object from a list of supported object types.

Left Navigation Panel​

The left Navigation panel contains links to different parts of the application. Let's see what each of them does.

ITEM	DESCRIPTION
	Lists the applications accessible to you and enables switching applications, or creating new ones.
	Opens the Analytics Home Page.
	Launches the Search dialog to locate objects through their name or create a new dashboard or exploration.
	Enables you to generate a new object from a list of supported types.
	Displays a list of Exploration objects within the application and provides the ability to search by name and create new explorations using the available templates.
	Displays a list of Dashboard objects within the application, enables searching by name, and facilitates the creation of new dashboards using the editor.
	Displays a list of Cohort objects, provides the ability to search by name, and enables the creation of new cohorts using the available templates.
	Displays a list of Derived Column objects, enables searching by name, and facilitates the creation of new derived columns using the available templates.
	Displays a list of Metric objects, provides the ability to search by name, and enables the creation of new metrics using the available templates.
	Allows you to see the catalog hierarchy of all folders and objects in a tree-view format and includes a "New" button for creating a new object.
	Allows you to view and create datasets and connections.
	Gives you the ability to manage the Alert Inbox and application-level settings. It includes the Users & Groups section for managing users and groups. It shows the current logged-in user and has the link to logout of the application.
	Launches the Analytics documentation in a separate browser tab.
	Takes you to Analytics's support portal.

Search​

You can access the search feature from the left panel - it looks like a magnifying glass and is accessible from wherever you are on the platform. Using this feature, you can search for anything by just typing in a keyword.

When you click on the search feature, a window opens. Here, you can either type in the words for your search or you can choose one of the shortcuts - Create new dashboard and Create new exploration. Analytics also allows users to search through documentation if required. The Search window can also be opened using the Cmd+K or Ctrl+K keyboard shortcut.

Sorting​

All sections inside Analytics (Explorations, Dashboards, Collections, Derived Columns, Metrics, and Catalog) allow users to sort the list views inside each section. The lists are sorted by default based on the Updated At column and this can be changed using the arrows next to each property in the list. Clicking the up arrow sorts the list in ascending order and clicking the down arrow sorts it in descending order.

Open in a new tab​

To open an exploration or any other feature in a new tab, you can use the following shortcut:

• Control + Click (if you are a Windows user)
• Command + Click (if you are a MacOS user)